1. Basic concepts

Settlement ......................................................................................................................................................... 72

Summary ........................................................................................................................................................... 75

4. Sales ................................................................................................................................................................... 76

Quotation ........................................................................................................................................................... 76

Confirmation ..................................................................................................................................................... 80

Picking and Shipment ....................................................................................................................................... 81

Packing Slip ....................................................................................................................................................... 83

Invoice ............................................................................................................................................................... 88

Sales Taxes ........................................................................................................................................................ 89

Invoice Results .................................................................................................................................................. 97 Free Text Invoice ............................................................................................................................................ 105 Payments ......................................................................................................................................................... 109 Payment to Authorities .................................................................................................................................. 120 Bank Reconciliation ........................................................................................................................................ 131 Customer Account Statement and Collection Letter .................................................................................... 137 Interest Notes .................................................................................................................................................. 150 Summary ......................................................................................................................................................... 155

This training is intended for professionals who are involved in the implementation and support of the Financial module at a customer site, as well as for those who need to advise customers, or make

modifications within the area. The paper offers an overview of the principles used within the Financial module of Microsoft Dynamics® AX 2009.

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